Using smartsheet forms

Jessica Howell

Is there a way to edit a form once it has been submitted? (Without creating a new one)

Paul Newcome

TO edit, you can send an Update Request. If you just want to send a copy, you can use an Alert.

Andrée Starå

Hi @Jessica Howell,

Yes, you can use the Advanced options and select which columns you want to include in the Alert.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Jon Baier

Yes, click on Forms button from your sheet menu bar.

-Manage Forms

Window will open with your current forms for that sheet.

Then click the 3 dots, and select Edit

Jessica Howell

Yes, sorry. I wasn't clear enough. I meant after a user has filled out the form and submitted it to the sheet. What we have going here is a form link for people to use all across the business, and only few user's will have access to the main sheet. We would like a copy for be saved, and sent to the person who completed the form.

Paul Newcome

TO edit, you can send an Update Request. If you just want to send a copy, you can use an Alert.

Jessica Howell

Yes, that should work. Thank you!

Paul Newcome

Happy to help! 👍️

Jessica Howell

@Paul Newcome One more question for you about forms. I tried both of your suggestions, and its working great. But is there a way to modify what fields are shown in the email? Our main sheet has more fields than we have decided to put on the form

Paul Newcome

Which email are you referring to?

Andrée Starå

Hi @Jessica Howell,

Yes, you can use the Advanced options and select which columns you want to include in the Alert.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Jessica Howell

@Andrée Starå That is great, thank you!

Andrée Starå

@Jessica Howell

Excellent!

Happy to help!